See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,726 | $82,664+129.5% | $125,339+51.4% | $68,494+177.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.12% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,753 | $3,381+70.1% | $4,814+19.5% | $2,596+121.6% |
| Participant deferral / active EE | $8,069 | $6,110+32.1% | $7,446+8.4% | $4,027+100.4% |
| Admin fee / account holder | $16,173 | $6,275+157.7% | $10,010+61.6% | $5,403+199.4% |